Filed February 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,631 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 27 · EIN 71-0927304 | Advisory (Plan) | $21,397 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,179 | $43,423-28.2% | $78,676-60.4% | $55,167-43.5% |
| Participation rate | 78.3% | 68.0%+10.3pp | 73.6%+4.7pp | 69.0%+9.3pp |
| Annual return | 8.44% | 11.53%-3.1pp | 62.19%-53.7pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,552 | $1,997-22.3% | $2,850-45.5% | $1,963-20.9% |
| Participant deferral / active EE | $2,743 | $2,509+9.3% | $3,517-22.0% | $3,054-10.2% |
| Admin fee / account holder | $194 | $416-53.3% | $4,510-95.7% | $504-61.4% |